Summer Growth Selection
Summer Growth Selection is a growth KiwiSaver fund managed by Summer. It has 1,669 members and holds $111 million. It opened in 2019.
Fees and returns
- Annual fee
- 0.90% of your balance each year
- Return over 1 year
- +8.7% a year
- Return over 3 years
- +8.1% a year
- Return over 5 years
- +4.5% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
How it compares
Over the last five years this fund returned +4.5% a year. The median for mainstream growth funds over the same period was +5.1% a year, across 28 funds. This fund is behind that median, by 0.6 percentage points.
What it invests in
International equities 44%, australasian equities 27%, new zealand fixed interest 11%, listed property 9%.
Largest holdings
- Hunter Global Fixed Interest Fund 4.97%
- Vanguard ESG US Stock ETF 2.75%
- Fisher & Paykel Healthcare Corporation Limited 2.46%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +8.7% |
| 2024/25 | +3.1% |
| 2023/24 | +12.7% |
| 2022/23 | −2.6% |
| 2021/22 | +1.4% |
| 2020/21 | +23.4% |
About this fund
The Summer Growth Selection Fund is an actively managed diversified growth fund weighted towards international and Australasian shares, with listed property and a smaller income allocation. It is benchmark-relative over the long term. Issued by Forsyth Barr Investment Management, it has operated since 2019 and carries an annual fund charge of 0.9%.